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Wills & Trusts Chartered Financial Planners expand, launching new offices in the Midlands

L-R: Michael Bennett Dip.PFS.EFA Financial Planner, Dean Hobbs, Dip. PFS. EFA Financial Planner, Sunny Sharma – Financial Planner Trainee and Stuart Payne BA (Hons) ACII ACILA Chartered Insurer Chief Operating Office

Chartered Financial Planning company Wills & Trusts have successfully operated from Thame, Oxfordshire for the last 24 years. They are now expanding, launching new offices in Ashby de la Zouch on Monday 16th September.

Wills & Trusts is well known in the industry for helping thousands of families; providing independent financial planning advice on Wills, Estates, Pensions and Investments. David Batchelor, Founder and Principle of the 50 strong company, is highly regarded as a founding board member of the Personal Finance Society (PFS). As a fellow of the PFS he has championed the abolition of commission and as a member of the MDRT Ethics committee he has been instrumental in upholding both the MDRT and Personal Finance Society code of ethics.

Batchelor’s states his decision to expand the business and launch new premises in the Midlands is “an exciting opportunity for the Wills & Trusts team allowing employees to grow and develop”.  The expansion has also created a number of new roles with seven new positions recruited including Stuart Payne BA (Hons) ACII ACILA Chartered Insurer as Chief Operating Officer, a new Marketing Director, three new Financial Planners, a Paraplanner and an administration role.  Wills & Trusts strategic plan projects that this number will double to at least 12 new recruits from the local area in the next 12 months.

The Ashby de la Zouch launch is part of a long-term ambitious business growth strategy with another five locations planned to open in the next three years across the UK. Batchelor stated “We know there is a huge opportunity for us to make a significant difference to families in the Midlands and that is why we have pinpointed Ashby de la Zouch as our first location for expansion. We want to help families across the UK build and protect legacies for future generations one family at a time.”

Wills & Trusts is a Pension, Wills, Estate Planning and Investments specialist, now in its 24th year. They have been awarded ‘Chartered’ Status, the highest level of achievement in the profession, and held by fewer than

3% of organisations as well as being ranked in the top 1% of Financial Advisers worldwide. As an independent financial planning company, they offer advice from reviewing the entire market with no bias. They only work with families and understand the huge importance of making arrangements for the future and financial security of a family. Their results have delivered gains of 9.1% since 1995 for all their clients (average annual return, net of fund manager charges) which is better than investing in the FTSE 100 where average annual returns are only 4.4%. The team build long-lasting relationships with clients, offering exceptional levels of service, expertise and advice; protecting and building legacies for every family they work with.